B.O.S.S. Retirement Advisors’s Edison International EIX Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio EIX Stock Details EIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20,259	Closed	-$1.76M	–	217
2024 Q3	$1.76M	Buy	20,259 +376	+2%	+$30.5K	0.36%	72
2024 Q2	$1.43M	Sell	19,883 -544	-3%	-$39.4K	0.37%	76
2024 Q1	$1.46M	Sell	20,427 -2,411	-11%	-$165K	0.56%	72
2023 Q4	$1.63M	Sell	22,838 -3,015	-12%	-$198K	0.32%	106
2023 Q3	$1.64M	Sell	25,853 -1,954	-7%	-$136K	0.35%	100
2023 Q2	$1.93M	Sell	27,807 -2,222	-7%	-$156K	0.41%	79
2023 Q1	$2.12M	Buy	30,029 +1,293	+4%	+$87.3K	0.5%	64
2022 Q4	$1.83M	Buy	+28,736	New	+$1.76M	0.47%	85

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

B.O.S.S. Retirement Advisors's EIX Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Edison International (EIX) in Q4 2024, closing a stake of 20,259 shares — an estimated $1.76M sold.

B.O.S.S. Retirement Advisors first reported a position in EIX in Q4 2022 and held it in 8 quarters. The position peaked at $2.12M in Q1 2023. 905 funds tracked by Wall St. Rank hold EIX as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining Edison International position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 20,259 Edison International shares in Q4 2024, an estimated $1.76M.
B.O.S.S. Retirement Advisors first reported a position in Edison International in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's Edison International position peaked at $2.12M in Q1 2023.
905 funds tracked by Wall St. Rank held Edison International as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.